Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,422,868,428
ClientsTotal clients
23,164
AdvisorsAdvisors at this office
2
Of 225 advisors across 112 offices
Location
Dallas TX
Advisors at this office
2
Advisors at this office
Susanna H
Series 63, Series 66
Dallas, TX
Principal Advised Services
Susanna Hartwig is a financial advisor with Principal Advised Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2008 and joined Principal Advised Services in 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models in both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging operational integration with affiliated entities to offer access to proprietary products and coordinated support.
Angelica M
Series 66
Dallas, TX
Principal Advised Services
Angelica Mendiola is a financial advisor with Principal Advised Services in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. Her background includes roles at Principal Securities Inc., Principal Life Insurance Company, Bank of America, and Merrill. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models to provide both non-discretionary recommendations and discretionary investment management through its SimpleInvest wrap-fee program. The firm is part of the Principal Financial Group family, which provides access to affiliated financial products and integrated support services.
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